Come see us at upcoming industry events
Connect with CFA Institute at leading conferences, partner forums, and society-hosted gatherings around the globe.
CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.
Upcoming events
PMAR Conference UK (Performance Measurement Attribution & Risk) | Spaulding Group
16 September 2026 | London
The 12th Annual PMAR Europe Conference brings together performance measurement professionals to discuss GIPS standards, performance attribution, analytics, and the growing role of AI in investment performance. Rob Langrick, CFA, CIPM, Chief Product Advocate at CFA Institute, will deliver the keynote luncheon presentation on the CIPM designation and its relevance to today's performance professionals. Visit the CFA Institute booth to connect with our team, learn more about the CIPM designation, and explore our latest resources.
Institutional Investor Allocators' Choice Awards
17 September 2026 | New York
The 9th Annual Allocators' Choice Awards recognizes institutional investment leaders who are shaping the future of capital allocation. CFA Institute is proud to sponsor the champagne toast celebrating this year's award winners, including several CFA Charterholders recognized for their leadership and contributions to the investment profession.
P&I Convergence Conference
6-8 October 2026 | New York
P&I Convergence brings together institutional investors and allocators to discuss portfolio construction, governance, risk management, and investment decision-making across public and private markets. Stephen Deane, CFA, Senior Director, Capital Markets Policy, Americas, at CFA Institute, will speak on ethics in private markets. Visit the CFA Institute welcome table to connect with our team, explore our latest research and professional learning programs, and learn more about CFA Institute.
FIS - Oxford
17-18 November 2026 | Oxford, UK
Fiduciary Investors Symposium 2026 at the University of Oxford brings together chief investment officers and other senior institutional investors to discuss geopolitical risk, global economic trends, portfolio construction, and governance. Visit the CFA Institute team to connect with us, explore our latest research and professional learning programs, and learn more about our work supporting the global investment profession.
IPE - Conference & Awards
2 December 2026 | London
IPE Conference & Awards brings together pension executives and investment leaders from across Europe to discuss pension management, investment strategy, and the trends shaping the retirement industry. CFA Institute will present a workshop on AI in Investment Management, sponsor the IPE European Pension Fund Awards, and host a booth throughout the conference. Visit us to connect with our team, explore our latest research and professional learning programs, and learn more about CFA Institute.
Microsoft Excel Collegiate Challenge (MECC)
30 November-2 December 2026 | Las Vegas
The Microsoft Excel Collegiate Challenge (MECC) brings together Excel professionals and enthusiasts from around the world to compete in fast-paced spreadsheet challenges that showcase analytical thinking, technical expertise, and problem-solving skills. As a sponsor of the championship, CFA Institute will host a booth throughout the event, and Rob Langrick, CFA, CIPM, Chief Product Advocate, will present on the CFA Program. Visit our booth to connect with the team, learn more about our professional learning programs, and explore the latest resources from CFA Institute.
CFA Institute events you may be interested in
Alpha disrupted webinar series—Leading digital change: From strategy to transformation
Digital transformation isn’t just about new technology. It’s about reshaping mindsets, cultures, and leadership approaches. This webinar explores what it truly takes to lead change in asset and investment management firms, particularly within traditional or conservative environments.
The 7 habits of highly effective charterholders: Timeless principles in modern markets
In an environment defined by volatility, technological disruption, and rising stakeholder expectations, technical expertise alone is insufficient. This webinar examines how enduring principles of effectiveness can help CFA charterholders lead with clarity, discipline, and trust amid today's complex investment landscape.
CFA® Program career paths webinar series: Corporate Finance
We continue the series by focusing on Corporate Finance, the banking role which proposes, plans and fuels corporate deals, mergers, acquisitions, security offerings and initiatives.
